Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Bonds may outperform stocks one year only to have stocks rebound the next.
There are common mistakes you can avoid when saving for retirement.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The federal government requires deceased individuals to file a final income tax return.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When you retire, how will you treat your next chapter?
There are three things to consider before dipping into retirement savings to pay for college.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
There are a few things to consider when buying or leasing your next vehicle.
Investors seeking world investments can choose between global and international funds. What's the difference?